Position in WK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$743,173
-$277,096 QoQ
Shares Held
15,320
-10.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 301 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. WK ranks #104 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in WK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,173 | 15,320 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,020,269 | 17,110 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,420,710 | 16,472 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,310,568 | 15,225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $864,112 | 12,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $805,329 | 10,609 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $1,304,185 | 17,868 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,493,243 | 17,609 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,531,650 | 24,935 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,517,082 | 24,838 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $317,992 | 3,128 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $903,205 | 13,687 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,644,330 | 13,935 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,227,017 | 24,730 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,829,490 | 20,073 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||